Fabian Degen
Advisor at FMD Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at FMD Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FMD Wealth Advisors LLC
Location
White Plains, NY 10601
Credentials
CFP®, CFA®
Industry experience
1 year
Fabian Degen is a CFP® and CFA® credentialed advisor with one year of industry experience. He is the sole advisor at FMD Wealth Advisors LLC, an independent firm located in White Plains, NY. Prior to founding his firm, he worked for 16 years at DWS Group. In addition to his advisory role, he performs seasonal tax preparation work with H&R Block. FMD Wealth Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers wealth management, investment management, and financial planning services, typically utilizing low-cost mutual funds and ETFs within a process that combines fundamental and technical analysis for long-term portfolio construction.
Based on FMD Wealth Advisors LLC
Based on FMD Wealth Advisors LLC
Fixed fees range from $1,500 to $10,000; one-time fee of $497 for financial planning; fixed subscription fees from $250 to $375
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.25%
$175 to $600 per hour for standalone financial planning services
Fixed subscription fees range from $250 to $375 per month for financial planning services
Minimum fee: Minimum annual fee of $4,000 per year for wealth management and investment management services Fee-only: Fee-only advisory firm; does not accept commissions or other compensation
169 Mamaroneck Avenue 2 Nd Floor #36
White Plains, NY 10601
New York
H&R Block
2025 - Present (1 year)
FMD Wealth Advisors LLC
2025 - Present (1 year)
UnEmployed
2023 - 2024 (1 year)
DWS Group
2007 - 2023 (16 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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